Updated: April 10, 2022
Highly effective and proven tips from a Pipedrive Expert for an efficient, optimized, scalable new Pipedrive account setup that your sales team will love.
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This is a short checklist to set up a Pipedrive account the right way without wasting too much time getting into unnecessary details.
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Set up automation rules to:
If you follow these tips to the T, you should be in really good hands and will hit the ground running.
Again, if you’re new to Pipedrive, click this link (affiliate) to get an extended FREE trial of 30 days when you create a new Pipedrive account.
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